George Haramaras signed Sureway Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sureway Group, Inc.'s EIN is 36-4095137.
Download the official 2024 Form 5500 (PDF) for Sureway Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sureway Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | — | RIVERWOODS, IL | NONE | $22K | — |
| MESIROW FINANCIAL | — | CHICAGO, IL | NONE | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $671K | 21.0% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $432K | 13.5% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $273K | 8.6% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $237K | 7.4% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $222K | 7.0% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $198K | 6.2% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $182K | 5.7% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $181K | 5.7% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $154K | 4.8% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $124K | 3.9% | |
| Notes Receivable From Participants - bearing interest at rates ranging from 3.25% to 8.50% due at various dates through November 2027 | Bonds / Notes | — | — | $90K | 2.8% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $90K | 2.8% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $83K | 2.6% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $78K | 2.4% | |
| MFS Value Fund | Mutual Funds | — | — | $52K | 1.6% | |
| PUTNAM STABLE VALUE FUND 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $38K | 1.2% | |
| First Eagle Global Fund | Other securities | — | — | $24K | 0.8% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $7K | 0.2% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
